Khan's Take

The military strikes on Iran by the U.S. and Israel have immediately upended global energy markets. Given the timing, occurring over the weekend, the full market reaction will manifest when Asian trading opens on Sunday, March 1, 2026. As a result, Iran has already shut down Strait of Hormuz movements. 1. Impact on Oil and Gas Prices: The primary driver of price volatility is the Strait of Hormuz , which handles approximately 20% of global petroleum and LNG. Crude Oil (Brent)

Microcredit is one of Bangladesh’s most widely recognized development innovations. It expanded access to finance for millions of people, particularly women, who were excluded from the formal banking system. For decades, it played a meaningful role in poverty reduction. But Bangladesh today is not the Bangladesh of the 1980s or 1990s. The economy now faces a very different set of risks: persistent inflation, income volatility, repeated climate shocks, and mounting pressure on